Axis Balanced Advantage Fund - Direct Plan - Growth Option

Axis Mutual Fund · Balanced Advantage Fund/ Dynamic Asset Allocation

NAV as of 9 Sept 2026

₹24.02

1y return: +3.05%; absolute
3y return: +11.50%; CAGR
5y return: +9.58%; CAGR

NAV history

Low ₹14.15High ₹24.64

Scheme details

Fund house: Axis Mutual Fund
Category: Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Plan: Direct Plan
Option: Growth Option
AMFI scheme code: 141642
ISIN (growth / payout): INF846K01A29
ISIN (reinvestment): —
52-week high: ₹24.64
52-week low: ₹22.50

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 11.5% p.a.: ₹11,27,721

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Axis Balanced Advantage FundDirect · IDCW Option	Direct · IDCW Option	₹14.00	−4.31%	+3.14%	+0.96%
Axis Balanced Advantage FundRegular · Growth Option	Regular · Growth Option	₹21.27	+1.82%	+10.16%	+8.23%
Axis Balanced Advantage FundRegular · IDCW Option	Regular · IDCW Option	₹12.81	−5.32%	+2.00%	+0.25%

Balanced Advantage Fund/ Dynamic Asset Allocation peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Baroda BNP Paribas Balanced Advantage FundDirect · Growth Option	Baroda BNP Paribas Mutual Fund	Direct · Growth Option	₹28.4929	+8.14%	+12.08%	+11.26%
WhiteOak Capital Balanced Advantage FundDirect · Growth Option	WhiteOak Capital Mutual Fund	Direct · Growth Option	₹15.649	+4.67%	+11.88%	—
Nippon India Balanced Advantage FundDirect · Growth Option	Nippon India Mutual Fund	Direct · Growth Option	₹209.4462	+4.18%	+10.66%	+9.85%
Canara Robeco Balanced Advantage FundDirect · Growth Option	Canara Robeco Mutual Fund	Direct · Growth Option	₹10.48	+0.87%	—	—
NJ Balanced Advantage FundDirect · Growth Option	NJ Mutual Fund	Direct · Growth Option	₹14.41	−1.17%	+8.03%	—

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Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.